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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2022-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omaha Public Schools | Omaha | NE | 01/2007 | 12/2017 |
| Td Ameritrade, Inc | Omaha | NE | 01/2018 | 05/2024 |
| Charles Schwab & Co., Inc. | Omaha | NE | 05/2024 | Present |
Name of Outside Business:Omaha Public Schools; Investment Related:No; Address of Outside Business:Omaha, Ne; Nature of Outside Business:Educational Provider; Position:Substitute Teacher; Start Date:8/22/2018; Hours per month: 40-80; Hours per month during securities trading hours: Yes; Description of Duties: Supervise and present lessons in a high school environment
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-15 |
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